The Select Transactions to Bill screen is used to view all available transactions and select pre-time card, purchase order, labor, material and other charges to bill on the current work order billing.

This update will only select transactions for work orders with a status of 'Open' or 'Finished'.

When this window is first opened, the Selected? column will be blank. The operator highlights one or more of the pre-time card, purchase order, labor history, material charges, or other charge detail lines for transfer on the respective tab. After the desired detail lines have been selected, click the Continue button to initiate the update. This update will create billing transactions for this work order based on the operator's selections. The technician's billing code will be added to the Work Order Labor Transaction Detail Table as part of this update.

When adding a new material transaction record for a work order, the current Work Order processing date will be assigned as the 'Transaction Create Date'.